Douglas Lynch is a CFA® charterholder with 21 years of industry experience. He has been with Lynch Financial Group since 1989 and is based in Dublin, Ohio. Lynch Financial Group provides portfolio management, financial planning, and consulting services to individual clients, including high-net-worth individuals, as well as certain pension and profit-sharing plans. The firm emphasizes client-specific investment policies and offers discretionary portfolio management combined with written financial plans and ad hoc consulting.

Lauren Matthiessen is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LeClair Wealth Partners since 2024. She previously worked at Raymond James & Associates for five years and UBS Financial Services for eight years. Outside of her advisory role, she is an insurance agent involved in selling insurance and variable products. LeClair Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, trusts, foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term portfolio construction approach supported by artificial intelligence tools and offers a broad range of investment instruments through both wrap fee and non-wrap accounts.

Robert Deitrick is a financial advisor with Polaris Financial Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Polaris since 2003 and previously worked at Cadaret, Grant & Co., Inc. from 2010 to 2023. Outside of advising, he is co-author of the book *Bulls, Bears & The Ballot Box* and is involved with Polaris Productions LLC. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm serves individuals and high-net-worth clients with financial planning and portfolio management, employing a variety of investment analysis methods and generally maintaining a long-term trading approach.

Erin Maynard is a financial advisor at Trinity Wealth Advisors, Inc. with 19 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Shuttleworth & Co, Valic Financial Advisors, FSC Securities Corporation, and Nationwide Investment Services. Trinity Wealth Advisors, Inc. provides wealth management and portfolio management services for individuals, pension and profit-sharing plans, charitable organizations, and other long-term entities. The firm follows a balanced, long-term investment approach and manages approximately $173 million in discretionary assets across nearly 200 client relationships.

Aaron Siekmann is a financial advisor at The Siekmann Company in Plain City, OH, with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. The Siekmann Company provides advisory services primarily to corporate retirement plan sponsors and individual clients, focusing on retirement plan consulting, participant education, financial planning, and non-discretionary portfolio management. The firm manages 49 401(k) programs with approximately $227.5 million in plan assets and uses collective investment vehicles alongside third-party analytics to evaluate and monitor investment options.

Stanley Edgell is a financial advisor at Strategic Planning, Inc. in Columbus, Ohio, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Strategic Planning, Inc. since 2006. Outside of advisory work, Edgell is involved in managing time-share properties and business interests through Diversified Planning LLC and serves as president of Planned Financial Services of Ohio, which manages real estate and leases. He is also a licensed life and health insurance agent in Ohio. Strategic Planning, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a consultative onboarding process and manages diversified portfolios primarily through equities, mutual funds, and ETFs, operating a multi-decade advisory practice with a high asset-to-advisor ratio.

Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals. Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.

Mark Menges is a financial advisor with Compass Financial Group, Inc. in Worthington, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Compass Financial Group since 2004 and has prior experience with Westminster Financial Securities, Inc. and The O.N. Equity Sales Company. Outside of his advisory role, he is an owner of real estate investment entities. Compass Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, corporations, businesses, and trusts. The firm employs a fundamental analysis approach and discretionary authority over client accounts, offering a range of services including portfolio management, ongoing rebalancing, and comprehensive planning programs.

Jake Ethridge is a financial advisor with Peerless Wealth in Columbus, OH. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Heximer Investment Management, Karageorge Wealth Management, and Peerless ETFs. Peerless Wealth serves individuals, families, trusts, estates, business entities, charities, and qualified retirement plans by providing financial planning, discretionary investment management, and consulting services. The firm employs a strategic asset-allocation framework and proprietary portfolio construction methodology, managing approximately $149 million in assets and acting as a sub-adviser to an exchange-traded fund that uses options strategies.

Christian Hviid is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently an advisor at Concordia Wealth Planning, LLC, where he has worked since 2025. Prior to joining Concordia, he held roles at Fifth Third Private Bank and Wells Fargo Private Bank. Concordia Wealth Planning, LLC serves primarily individual and high-net-worth clients, offering a range of wealth-planning engagements alongside investment management services. The firm uses a structured planning process with written Investment Policy Statements and manages portfolios through a combination of passive and active strategies, including ESG options and tax-aware overlays.

Daniel Lamacchia is a CFP® with 41 years of industry experience. He has worked at Worthington Wealth Management since 2021 and previously spent nine years at Benjamin F. Edwards & Co. Worthington Wealth Management serves individuals, corporations, and retirement plans, offering tailored investment advisory services to both high-net-worth and non-HNW clients. The firm employs asset allocation, dollar-cost averaging, and technical analysis to develop investment strategies, managing most client assets on a discretionary basis.

Samuel Mc Coy is a CFP® with 11 years of industry experience, currently serving as an advisor at Tenacity Private Wealth. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. Outside of his advisory work, he serves as Treasurer for the Upper Arlington Men’s Lacrosse Program and is a board member on the finance committee of the Upper Arlington Education Foundation. He is also the principal and owner of Tenacity Tax, LLC, a tax preparation service. Tenacity Private Wealth provides discretionary investment management and financial consulting to individuals, trusts, estates, charities, and business entities. The firm emphasizes integrated tax and investment planning, drawing on its affiliation with an in-house tax practice and a team that includes CPA-licensed professionals.

Verna Ruby is a financial advisor with Common Wealth Management LLC in Columbus, Ohio. She holds a Series 63 designation and has 16 years of industry experience. Ruby has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships using a range of strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party money managers.

James Rice is a financial advisor at Capital Asset Management, Inc. in Columbus, OH, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 65 designations and has been with the firm since 2000. Capital Asset Management is an independent, fee-only registered investment adviser serving affluent individuals and families. The firm employs a value-investing approach based on fundamental analysis and integrates comprehensive financial planning with ongoing portfolio management, also providing institutional consulting services for trusts, estates, non-profits, and businesses.

Logan Muehlman is a financial advisor at Gianola Financial Planning, LLC with one year of industry experience and a Series 65 designation. Prior to joining the firm, he worked for six years at the Social Security Administration. Gianola Financial Planning provides fee-only financial planning and investment advice to individuals, families, trusts, estates, and small businesses, focusing on comprehensive planning and strategic asset allocation using diversified portfolios primarily composed of index and exchange-traded funds.

William Shorthill is a CFP® professional with 18 years of experience, currently serving at Beacon Hill Investment Advisory, LLC since 2012. Prior to that, he operated W.B. Shorthill & Associates, LLC for four years. He serves as a board member of FPA Central Ohio, contributing to continuing education and professional development initiatives. Beacon Hill Investment Advisory provides discretionary investment management to individuals, trusts, and corporate retirement plans, managing approximately $91.7 million in client assets. The firm emphasizes a documented investment policy and strategic asset allocation, offering family-office services and involvement with an affiliated Opportunity Zone real estate fund.

Christopher Combs is a financial advisor with FC Wealth Solutions LLC in Westerville, Ohio, holding 30 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also the owner and president of Combs Insurance Services Agency and serves as a board member of York Golf Club in Columbus, Ohio. FC Wealth Solutions serves both individual and corporate clients, managing roughly $101 million for about 148 clients through discretionary portfolio management and financial planning. The firm employs a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, offering a range of actively managed and tactical investment strategies.

Derrick Schuler is a CFP® professional at Schuler Wealth Planning LLC with three years of industry experience. Prior to founding his firm, he worked for 12 years at the Office of the Comptroller of the Currency. Schuler Wealth Planning provides ongoing financial planning and asset management primarily for individual and high-net-worth clients, as well as project-based planning and coaching engagements. The firm also serves retirement plan sponsors as a limited-scope ERISA 3(21) fiduciary and employs a fee structure based on fixed, project, or hourly billing rather than a percentage of assets.

Sana Haque is a Certified Financial Planner® with 12 years of experience, currently practicing at Gianola Financial Planning, LLC in Worthington, Ohio. She has been with Gianola Financial Planning since 2012. Gianola Financial Planning provides personalized, fee-only financial planning and investment advice to individuals, couples, families, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation and broadly diversified portfolios, operating on a non-discretionary basis where clients retain control over their assets.

Brian Flanagan is a financial advisor at Schuler Wealth Planning LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Vision 4 Fund Distributors, Foreside Fund Services, WisdomTree Asset Management, and Triad Advisors. Schuler Wealth Planning offers ongoing financial planning and asset management primarily for individual and high-net-worth clients, with additional services for retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm employs both discretionary and non-discretionary portfolio management and uses fixed, project, or hourly billing arrangements rather than fees based on assets.